This article is not used as a basis for investment.
Yesterday, the Anzhong hit the limit . The limit down is not surprising for stocks . The only thing is that the positive situation of the resumption of production by the subsidiary and the announcement of huge investment projects was that the limit down was hit. Moreover, the opening hit the limit down the wall with a large volume. Is this the legendary positive news?
This big brother, this week, rose 7.35% and led the lithium mine stocks by himself after the subsidiary was suspended from production and the lithium mine was killed every day. He can only say that he was good at making a move and killed a group of stupid pigs.
Anzhong Co., Ltd. is the securities abbreviation of Anshan Heavy Duty Mining Machinery Co., Ltd. . The company is located in the important town of Anshan in the three eastern provinces. It was established in 1994. It was named Anzhong Machinery Factory at the time and was a joint-stock cooperative enterprise. In April 2007, the Anshan Municipal State-owned Assets Supervision and Administration Commission agreed to change it to a limited liability company and a sexual private enterprise, which aroused media doubts about the loss of state-owned assets at that time.
2010 began to introduce external shareholders to prepare for listing.
(1) On June 29, the company implemented capital increase and share expansion, with the registered capital increased from 40 million yuan to 50.98 million yuan, and signed a "capital increase agreement" with Zhongbi Fund, Wuhu Ruiye Equity Investment Fund, Jinhuan Investment, as well as natural persons Ruan Chunjuan and Gan Lin, of which Zhongbi Fund subscribed 5 million shares for 20 million yuan; Wuhu Ruiye subscribed 2.58 million shares for 10.32 million yuan; Jinhuan Investment subscribed 400,000 shares for 1.6 million yuan; natural person Ruan Chunjuan subscribed 2.2 million shares for 8.8 million yuan; natural person Gan Lin subscribed 800,000 shares for 3.2 million yuan.
These three institutions have a lot to do with Haitong Securities , which provides listing sponsorship and lead underwriting business:
China-Belgium Fund is an industrial investment fund jointly invested by the governments and commercial institutions of China and Belgium . Among them, Haitong Securities invested 10 million euros and held 310% equity in the fund .
Xu Renrong is the executive partner of Jinyang Investment and is also the legal representative of of Shanghai Jinhuan . Haifu Fund is controlled by Haitong Securities and Xu Renrong has served as vice president of Haifu Fund.
Industrial and commercial information shows that Shanghai Jinhuan was established on June 10, 2010, and Jinyang Investment was established on June 29, 2010. Both were established not long ago on to acquire stake in Anzhong Co., Ltd.
(2) What’s even more insane is the prospectus. On August 2, Wen Ping, then general manager of the company, signed a "Share Transfer Agreement" with An Dianwei, Li Xiuyan, Xu Wenbin, Wang Qiwei and Feng Haixia, respectively, and agreed that Wen Ping would transfer the issuer 420,000 shares of shares and held by him to each transferee, with the transfer price of RMB 4 per share, with a total transfer price of RMB 1.68 million. The prospectus stated that after verification, all the new shareholders were key personnel of the company's business.
The investment price of external investors and the transfer price of internal employees are both 4 yuan per share. What is the basis for the pricing of the two share transfers? No one knows.
The bigger doubt is that among all shareholders of Anzhong Co., Ltd. at that time, the promise lock-up period of only the above five shareholders was the shortest, all 12 months; while the promise lock-up period of the above five business backbones who invested at the same price was 36 months.
Under the influence of spies, An Zhong was still successfully logged into the Shenzhen Stock Exchange SME Board in March 2012.
2. After listing, it was worse than the restructuring case that was recorded in history. After listing, a total of 381 million yuan of funds were raised after deducting issuance expenses. As of June 2016, only about 118 million yuan of funds were spent on fundraising projects related to the company's main business. In other words, most of the money raised by the company's listing is not used for the company's main business.
In addition to the first year of listing, Anzhong Co., Ltd.'s performance has been declining year by year, and it has been getting worse every year. In 2015, the company's fundraising and investment project achieved a profit of only 2.6 million yuan, which is far from the original estimate of 59.88 million yuan per year. Therefore, it began to maintain its shell after just three years of listing. On April 3, 2015, Anzhong Co., Ltd. suspended trading of and announced that it was planning a restructuring and major matters.
On November 13, 2015, Anzhong Co., Ltd. issued an announcement stating that Jiuhao Group plans to go public through Anzhong Co., Ltd. for a price of 3.7 billion yuan.
Anzhong Co., Ltd.'s stock price was 23.78 yuan before the suspension of trading ( re-rights ). From November 26, resumed trading soared to a high of 87.78 yuan from December, and the stock price rose by 269%.
Institutional investors also rushed into the market to grab the market. After Anzhong Co., Ltd.'s continuous one-length board was opened by the end of 2015, in just over a dozen trading days, five funds and securities companies' asset management plans have entered the top ten shareholders of the circulating stocks.
Turning point occurred in May 2016. Anzhong Co., Ltd. received a notice of investigation from the village and announced at the end of June that it would apply to withdraw the restructuring materials. The stock price of Anzhong Co., Ltd. fell to the limit and then continued to fall, even once it approached the stock price before the news of the backdoor resumption.
During the investigation in the village, Jiuhao Group had various secret tricks to fight supervision, and after the incident was exposed, the village was punished by the maximum penalty: the main responsible persons of Jiuhao Group and Anzhong Co., Ltd. were punished within the scope stipulated in the Securities Law, and the total fine of the illegal entities in this case was 4.39 million yuan. At the same time, Guo Congjun, Song Rongsheng, Chen Hengwen and others were subject to life-long market bans and securities markets ranging from 5 to 10 years.
This case became a typical case announced to the public in 2017 and was famous in history. Liu Shiyu, then chairman of the China Securities Regulatory Commission, and then spokesperson Zhang Xiaojun mentioned the case many times in public, which shows how much influence the case had at that time.
may be a shameless person. In 2017, the company successfully turned losses into profits and net profit reached 23 million yuan, but from 2018 to 2020, it was another three years of rapid decline. In the past three years, net profits were RMB 13 million, RMB 11 million and RMB 05 million, respectively, down 45.59%, 13.09% and 53.88% year-on-year.
In fact, in 2020, the company's net profit after deducting non-net profit was -004 million yuan, and it suffered another loss. In the first quarter of 2021, the company's net profit was a loss of 0.1 million yuan, and it continued to lose money. When you are poor, you want to change. Taking advantage of the popularity of lithium carbonate , the company announced in June last year that it plans to acquire no less than 51% of the equity of Jiangxi Xingli Technology with its own funds. Then in November last year, the company announced that it would invest in the establishment of Jiangxi Lingneng Lithium Industry Co., Ltd. (Lingneng Lithium Industry), which mainly focuses on the production, processing and sales of lithium carbonate, officially entering the lithium battery track and finally achieved positive growth in profits in 2022.
Anzhong Co., Ltd.'s stock price has been released in the second quarter of 2021. Because starting from the second quarter of 2021, the company has set its sights on the hot lithium carbonate lithium battery track and seeks transformation. On June 16, 2021, it officially acquired no less than 51% of the equity of Jiangxi Xingli Technology held by Jiangxi Tong'an, and officially crossed the border with lithium carbonate.
comes from company announcement
How can this kind of positive effect be lacking in the stock price to let go? In fact, Anzhong Co., Ltd. had already experienced obvious abnormal movements in the week of March 26, 2021. The stock price experienced a six-month bottom shrinkage and ushered in a long positive volume. After that, it went up step by step and began to increase in volume again in May, and then fell into adjustment after building the double top in August and September.
In November 2021, Anzhong joined hands with two companies to establish Jiangxi Lingneng Lithium Industry Co., Ltd., that is, Lingneng Lithium Industry. Anzhong holds 351% of the shares in HTML to obtain a controlling stake. Lingneng Lithium Industry has become its controlling subsidiary. At this point, Anzhong officially entered the lithium battery track and officially became the lithium mine concept stock .
Of course, how could such a big positive result be less than the stock price release? At this time, the stock price was in adjustment. After 4 weeks of fluctuation, bottomed out and gradually increased in volume and closed with a bald long Yang. The next week after the announcement of the positive news released, the huge amount of long upper shadow line was released. The funds ran away perfectly, leaving a group of big cutters hanging at the second high.
After that, the stock price followed the sector and took a roller coaster. On September 20, Anzhong issued a positive announcement announcing that its holding subsidiary Lingneng Lithium Industry's annual production of 20,000 tons of lithium iron phosphate production line (Phase I) and its annual production of 10,000 tons of battery-grade lithium carbonate production line were officially put into operation after two months of equipment debugging.
, and at that time, the ankle 9.21 directly hit the daily limit .Forget it, the most evil thing is this time. On December 6, the middle-yang closed for no reason, and the trading volume also increased significantly. It closed at the daily limit on December 7. On December 8, it hit the daily limit for a while, with a final increase of 6.13%. Among them, the turnover rate of on December 7 and 8 on December 8 was 11.16% and 11.5%, respectively, and the turnover rate of was significantly increased compared with the previous period.
and Dragon Tiger List on 12.8, can you see any signs? I can't tell who bought it, but judging from the amount of buying and selling, it is obvious that funds are running away.
During this period, the holding subsidiary Lingneng stopped production on 12.2, losing 11 million yuan a day.
12.8 announced on the 8th that the holding subsidiary resumed production.
. During this week, the lithium mine index was still alive every day, and mining accidents occurred every day. This week, there was no hope for foreign work every day.
Specifically in terms of individual stocks, the second place in the week's increase was Mount Everest, which hit the daily limit today. After falling 4 days, the overall lithium extraction of Salt Lake today was only the touch panel of Mount Everest. The cumulative increase this week was 5.24%, while most of the other lithium mine stocks were basically in a light green and light red this week, but the only one in the Sad and Heavy Fairy was not decent! Maybe it feels a bit too much. Foreign capital announced the favorable benefits of investing in large projects with 26 billion yuan last night, but today it failed.
Today's Dragon and Tiger List showed that institutions sold a net sale of 28.2048 million yuan. In addition, China International Finance Shanghai Branch and Chengtong Securities Gushi Hongsu Road Securities Branch sold 22.7032 million yuan and 11.3087 million yuan respectively; Huatai Securities Beijing West Third Ring International Financial Center Securities Branch and China International Finance Shanghai Branch bought 15.4178 million yuan and 11.9867 million yuan respectively.
You said that before the major investment agreement was officially announced, the company's stock price had a sharp change. Did the monster be born?
Since last year, the investment of tens of billions of dollars in the lithium battery industry has not been considered big news. Look at Ningwang BYD , which can be invested tens of billions of dollars at any time. If not, look at Xiao Wanda, which is completely released on the road to expanding production of tens of billions of dollars at a time, but why is Anzhong Co., Ltd. surprised to release a project worth 26 billion? Because this Dacai only has 300 million yuan in cash in the third quarter report of this year. After all, the difference between 3 and 260 is 257, not RMB, but RMB 100 million.
comes from the third quarter report of Anzhong Co., Ltd.
According to the announcement, the 26 billion yuan investment is divided into two parts. One is to invest in the procurement and tailings processing project and the investment in lithium carbonate processing project. The total investment in is 10 billion yuan, which is carried out in three phases. Second, the total investment in hybrid energy storage and battery cell projects is 16 billion yuan, and it is built in three phases.
In the first three quarters of this year, Anzhong achieved operating income of 607 million yuan, increased by
In order to ensure the smooth progress of the project, Anzhong Co., Ltd. stated in the agreement that it would pay a performance deposit of 1 billion yuan to the account jointly managed by both parties. As of the end of the third quarter, there were 338 million yuan in the account, and the fourth quarter's profit was better, accounting for 500 million yuan. However, its short-term liabilities and non-current liabilities due within one year were 270 million yuan, and its balance sheet also contained 295 million yuan other payables. It can be seen that the big cut is also a bit tight.
Dacao clearly stated that the source of investment funds will be raised through bank loans and other means. Regarding the huge financial pressure, Anzhong Co., Ltd. admitted that promoting the payment of project performance deposit is expected to have an impact on the company's operating cash flow and capital costs this year, resulting in an increase in financial expenses.
But what you may not notice is that in early November, Dacai announced that it would invest 1 billion yuan in Guixi City to build an annual production capacity of 50,000 tons of lithium carbonate smelting production line, and it is also prepared to raise funds through bank loans and other means.
I can’t figure it out, is the bank money so easy to do now? So it caused me some question marks: Is the money sealed by his family? Or is the bank reopening?
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